The Open Bell

73 Episodes

Reverse

The Open Bell — Ep. 079 — 9 Oct 2026

2026-10-0908:23

Today on The Open Bell: Oil is back above $100 a barrel because ships passing through the Strait of Hormuz, the narrow channel that carries roughly a fifth of the world's crude, are under threat, and the knock-on is already showing up in grocery prices from Bangkok to Kuala Lumpur and in government budgets that were not built for $102 oil. Samsung just told its suppliers to cut shipments by up to 30% this quarter, because the same memory chip that's powering every AI model you've heard of i...

The Open Bell — Ep. 078 — 8 Oct 2026

2026-10-0807:51

Today on The Open Bell: Brent crude just jumped more than three dollars in a single session to clear $103 a barrel, and if you've ever wondered how fast a flare-up in the Strait of Hormuz turns into a higher number at the petrol pump, today's your case study. Chinese stock markets reopened this morning after a week-long National Day holiday and walked straight into a wall of news their traders had been locked out of, including US government borrowing costs at levels nobody's seen since 2002...

The Open Bell — Ep. 077 — 7 Oct 2026

2026-10-0708:09

Today on The Open Bell: The Fed raised rates again in September, but the minutes released today show a central bank quietly arguing with itself about whether it's gone too far, and the honest answer is that nobody on that committee seems entirely sure. France's debt costs are now blowing out at a pace that's bringing back some uncomfortable memories of 2011, the euro just hit a 17-month low, and the question the bond market is asking isn't whether France has a problem but whether Europe doe...

The Open Bell — Ep. 076 — 6 Oct 2026

2026-10-0606:52

Today on The Open Bell: The U.S. economy added just 29,000 jobs in September, less than a third of what forecasters expected, and the market's response was to rally, which tells you everything about how strange this moment is: bad news for workers is now good news for investors, because a weakening labour market gives the Federal Reserve, America's central bank, less reason to keep borrowing costs high. Saudi Aramco just made oil significantly cheaper for Asian buyers and more expensive for...

The Open Bell — Ep. 075 — 5 Oct 2026

2026-10-0508:35

Today on The Open Bell: The US economy added 29,000 jobs in September, a number so far below what anyone expected that it may have just quietly closed the book on the Federal Reserve's rate-hiking campaign, and if you have a mortgage, a loan, or anything priced off borrowing costs, that's the number that matters this week. OPEC+ held its oil output steady going into November, but the cartel's vote is almost beside the point when a single chokepoint in the Persian Gulf is doing more to keep ...

#box-pro-ellipsis-179172581323027{-webkit-line-clamp:2;}The Open Bell